[International] Telecom Segments To Lead Top-Growing IC Markets in 2012


IC Insights will detail its forecast for the top-growing IC products in 2012 in its upcoming October Update to The McClean Report.


Though the overall IC market growth is expected to decline 1 per cent in 2012, as many as nine product categories are expected to show positive growth. Leading the way are three categories related to the telecom industry.


As shown in the figure below, the Wired Telecom-Application-Specific Analog segment is forecast to be the strongest-growing product segment in 2012 with a 25 per cent increase in market size, followed by the Wired Telecom- and Wireless Telecom-Special Purpose Logic/MPR categories.



Application-specific processors used in smartphones and tablet computers are included in the Wireless Telecom-Special Purpose Logic/MPR category, and represent the driving force behind the strong growth in this segment.


Also within the Special Purpose Logic/MPR segment, the Consumer and Industrial and Other categories are forecast to show positive growth this year. Display drivers are forecast to make a return to the top-growth list in 2012 with 2 per cent growth.


Demand for smartphones, the surging popularity of tablet computers, and the potential market growth from new ultra-thin notebook computers are helping boost sales of display drivers this year.


It is not surprising to see that NAND flash appears among the top-10 fastest growing products in the past three years in a row, though the rate of growth in this market has slowed down considerably over this time as additional manufacturers jumped into this space and added extra capacity, which contributed to lower average selling prices in 2011 and so far in 2012.


The automotive market is responsible for only about 7 per cent of the total IC sales, but increasing electronic system content in motor vehicles is forecast to result in the Automotive-Special Purpose Logic/MPR segment being included among the list of fastest-growing IC products in the past three years in a row, as well.


Similarly, advanced automotive applications such as self-park systems, stability control and collision avoidance have been key to fast growth of the 32-bit MCU category and will contribute to these devices being among the fastest-growing products from 2010 to 2012.


Source: EFYTimes